Robertson Stephens Wealth Management, LLC

Position in AMT — American Tower Corp /Ma/

CIK 1767307 San Francisco, CA

Position in AMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$235,540

-$15,046 QoQ

Shares Held

1,440

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,330

of 1,735 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $2,476,653 across 3 REIT - Specialty names. AMT ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	82,225	$1,968,466
2	EPR	Epr Properties	4,700	$272,647
3	AMT	American Tower Corp /Ma/ This page	1,440	$235,540

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,540	1,440	-0.8%	Shares	Sole	2026-07-29
2026-03-31	$250,586	1,452	+2.4%	Shares	Sole	2026-04-28
2025-12-31	$248,958	1,418	+35.7%	Shares	Sole	2026-02-02
2025-09-30	$200,974	1,045	-5.7%	Shares	Sole	2025-11-12
2025-06-30	$244,890	1,108	-5.4%	Shares	Sole	2025-07-24
2025-03-31	$254,809	1,171	-5.6%	Shares	Sole	2025-04-17
2024-12-31	$227,611	1,241	-69.2%	Shares	Sole	2025-01-27
2024-09-30	$937,914	4,033	+222.9%	Shares	Sole	2024-11-12
2023-12-31	$269,634	1,249	-11.1%	Shares	Sole	2024-02-06
2023-09-30	$231,052	1,405	+24.9%	Shares	Sole	2023-11-13
2023-06-30	$218,182	1,125	-6.6%	Shares	Sole	2023-08-11
2023-03-31	$246,025	1,204	-0.3%	Shares	Sole	2023-05-11
2022-12-31	$255,926	1,208	+21.8%	Shares	Sole	2023-02-14
2022-06-30	$253,545	992	-2.9%	Shares	Sole	2022-08-12
2022-03-31	$256,746	1,022	+11.5%	Shares	Sole	2022-05-16
2021-06-30	$247,718	917	-49.5%	Shares	Sole	2021-08-17
2021-03-31	$433,893	1,815	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.